Outlook Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $909K | Sell |
8,023
-101
| -1% | -$12.5K | 0.2% | 109 |
|
|
2026
Q1 | $1.01M | Hold |
8,124
| – | – | 0.24% | 88 |
|
|
2025
Q4 | $905K | Buy |
8,124
+484
| +6% | +$52K | 0.2% | 93 |
|
|
2025
Q3 | $787K | Buy |
7,640
+1,131
| +17% | +$113K | 0.2% | 107 |
|
|
2025
Q2 | $636K | Sell |
6,509
-81
| -1% | -$7.72K | 0.16% | 123 |
|
|
2025
Q1 | $579K | Sell |
6,590
-8,468
| -56% | -$794K | 0.16% | 125 |
|
|
2024
Q4 | $1.36M | Buy |
15,058
+268
| +2% | +$23.3K | 0.39% | 50 |
|
|
2024
Q3 | $1.19M | Buy |
14,790
+9,065
| +158% | +$666K | 0.34% | 54 |
|
|
2024
Q2 | $388K | Buy |
5,725
+37
| +0.7% | +$2.33K | 0.12% | 164 |
|
|
2024
Q1 | $342K | Sell |
5,688
-138
| -2% | -$7.9K | 0.11% | 188 |
|
|
2023
Q4 | $306K | Sell |
5,826
-198
| -3% | -$10.5K | 0.11% | 169 |
|
|
2023
Q3 | $321K | Buy |
6,024
+207
| +4% | +$11K | 0.12% | 157 |
|
|
2023
Q2 | $305K | Sell |
5,817
-12
| -0.2% | -$605 | 0.12% | 160 |
|
|
2023
Q1 | $286K | Sell |
5,829
-138
| -2% | -$6.55K | 0.13% | 158 |
|
|
2022
Q4 | $282K | Sell |
5,967
-186
| -3% | -$8.83K | 0.13% | 137 |
|
|
2022
Q3 | $266K | Sell |
6,153
-99
| -2% | -$4.34K | 0.12% | 153 |
|
|
2022
Q2 | $254K | Buy |
6,252
+174
| +3% | +$8.02K | 0.1% | 163 |
|
|
2022
Q1 | $302K | Sell |
6,078
-18
| -0.3% | -$845 | 0.1% | 161 |
|
|
2021
Q4 | $294K | Sell |
6,096
-288
| -5% | -$13.7K | 0.09% | 172 |
|
|
2021
Q3 | $297K | Buy |
6,384
+663
| +12% | +$31.9K | 0.1% | 179 |
|
|
2021
Q2 | $269K | Sell |
5,721
-894
| -14% | -$41.6K | 0.09% | 186 |
|
|
2021
Q1 | $300K | Buy |
6,615
+1,329
| +25% | +$61.6K | 0.1% | 168 |
|
|
2020
Q4 | $254K | Sell |
5,286
-1,377
| -21% | -$66.9K | 0.09% | 168 |
|
|
2020
Q3 | $311K | Sell |
6,663
-789
| -11% | -$35.1K | 0.12% | 145 |
|
|
2020
Q2 | $298K | Sell |
7,452
-387
| -5% | -$15.9K | 0.13% | 144 |
|
|
2020
Q1 | $297K | Buy |
7,839
+2,220
| +40% | +$85.4K | 0.17% | 123 |
|
|
2019
Q4 | $223K | Sell |
5,619
-1,677
| -23% | -$66.6K | 0.13% | 133 |
|
|
2019
Q3 | $289K | Buy |
7,296
+843
| +13% | +$31.8K | 0.17% | 137 |
|
|
2019
Q2 | $238K | Buy |
+6,453
| New | +$222K | 0.16% | 140 |
|
|
2019
Q1 | – | Sell |
-14,880
| Closed | -$462K | – | 186 |
|
|
2018
Q4 | $462K | Buy |
+14,880
| New | +$477K | 0.21% | 118 |
|
Other funds holding WMT
Outlook Wealth Advisors's WMT Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $12.5K and leaving 8,023 shares worth $909K. The position accounts for 0.2% of the portfolio, ranked #109.
Outlook Wealth Advisors first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.36M in Q4 2024. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Outlook Wealth Advisors held 8,023 shares of Walmart Inc worth $909K as of Q2 2026.
- Outlook Wealth Advisors sold 101 Walmart Inc shares in Q2 2026, an estimated $12.5K.
- Walmart Inc made up 0.2% of Outlook Wealth Advisors's portfolio in Q2 2026, its #109 holding.
- Outlook Wealth Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
- Outlook Wealth Advisors's Walmart Inc position peaked at $1.36M in Q4 2024.
- 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.